JY
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Jeff Yass’s Symbotic SYM Stock Holding History

Jeff Yass’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.6M Sell
479,900
-68,500
-12% -$3.49M ﹤0.01% 2382
2026
Q1 		$29.2M Sell
548,400
-546,800
-50% -$31.3M ﹤0.01% 1769
2025
Q4 		$65.2M Buy
1,095,200
+563,900
+106% +$37.2M 0.01% 1164
2025
Q3 		$28.6M Buy
531,300
+113,900
+27% +$5.76M ﹤0.01% 1842
2025
Q2 		$16.2M Buy
417,400
+65,200
+19% +$1.71M ﹤0.01% 2243
2025
Q1 		$7.12M Sell
352,200
-464,600
-57% -$11.9M ﹤0.01% 3006
2024
Q4 		$19.4M Sell
816,800
-169,900
-17% -$4.83M ﹤0.01% 1887
2024
Q3 		$24.1M Buy
986,700
+779,700
+377% +$21.2M ﹤0.01% 1638
2024
Q2 		$7.28M Sell
207,000
-45,100
-18% -$1.82M ﹤0.01% 2876
2024
Q1 		$11.3M Buy
252,100
+37,200
+17% +$1.63M ﹤0.01% 2435
2023
Q4 		$11M Buy
214,900
+74,600
+53% +$3.27M ﹤0.01% 2511
2023
Q3 		$4.69M Sell
140,300
-216,400
-61% -$8.9M ﹤0.01% 3645
2023
Q2 		$15.3M Buy
356,700
+310,800
+677% +$10.2M ﹤0.01% 2004
2023
Q1 		$1.05M Sell
45,900
-7,600
-14% -$127K ﹤0.01% 6690
2022
Q4 		$639K Sell
53,500
-87,400
-62% -$1.02M ﹤0.01% 7239
2022
Q3 		$1.62M Buy
+140,900
New +$2.07M ﹤0.01% 5413

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jeff Yass's SYM Position: Q2 2026 in Review

Jeff Yass reduced its Symbotic (SYM) stake by 3.9% in Q2 2026, selling an estimated $179K and leaving 86,010 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #5111.

Jeff Yass first reported a position in SYM in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.89M in Q2 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Jeff Yass held 86,010 shares of Symbotic worth $3.87M as of Q2 2026.
  • Jeff Yass sold 3,515 Symbotic shares in Q2 2026, an estimated $179K.
  • Symbotic made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5111 holding.
  • Jeff Yass first reported a position in Symbotic in Q3 2022 and has held it in 13 quarters since.
  • Jeff Yass's Symbotic position peaked at $6.89M in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.